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Boothbay Fund Management’s United Bankshares UBSI Stock Holding History

Boothbay Fund Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,277
Closed -$475 – 952
2016
Q4 		$475 Buy
+10,277
New +$436K 0.11% 246
2016
Q1 		– Sell
-5,820
Closed -$215K – 547
2015
Q4 		$215K Buy
+5,820
New +$230K 0.1% 385

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boothbay Fund Management's UBSI Position: Q1 2017 in Review

Boothbay Fund Management sold out of United Bankshares (UBSI) in Q1 2017, closing a stake of 10,277 shares — an estimated $475 sold.

Boothbay Fund Management first reported a position in UBSI in Q4 2015 and held it in 2 quarters. The position peaked at $215K in Q4 2015. 217 funds tracked by Wall St. Rank hold UBSI as of Q1 2017.

  • Boothbay Fund Management reported no remaining United Bankshares position as of Q1 2017 after selling out during the quarter.
  • Boothbay Fund Management sold 10,277 United Bankshares shares in Q1 2017, an estimated $475.
  • Boothbay Fund Management first reported a position in United Bankshares in Q4 2015 and held it in 2 quarters.
  • Boothbay Fund Management's United Bankshares position peaked at $215K in Q4 2015.
  • 217 funds tracked by Wall St. Rank held United Bankshares as of Q1 2017.

Based on Boothbay Fund Management's 13F filing for Q1 2017, filed 15 May 2017.